MMSI · Merit Medical Systems Inc · Shareholders & Ownership

$93.44 +2.04 (+2.23%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.46B

59.71M

Volume · Oct 22 285.74K Avg daily vol (3M) 783.16K

Every disclosed holder of MMSI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns MMSI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	409	62,636,873	104.90%	Yes
Insiders (Forms 3, 4, 5)	18	1,592,560	2.67%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,519,013	-7.57%	Negative
Registered funds (N-PORT, not summed)	370	29,906,275	50.09%	No

Shares outstanding: 59,710,420, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of MMSI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,464,542	15.85%	+630,227	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,594,079	6.02%	+33,785	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,555,862	2.61%	+128,973	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	500,684	0.84%	+464,810	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	338,084	0.57%	+15,816	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	190,048	0.32%	-24,161	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,473,833	5.82%	-49,255	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,590,454	4.34%	-65,709	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,474,512	4.14%	+113,530	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	545,703	0.91%	+9,060	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	216,135	0.36%	+19,056	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	113,367	0.19%	-769	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF Fund S000012330 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	37,092	0.06%	+3,532	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	25,300	0.04%	+9,300	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
5	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,979,790	3.32%	-187,723	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	958,075	1.60%	-71,655	Jun 30, 2026	Conestoga Funds, not summed
5.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	192,433	0.32%	-3,020	Jun 30, 2026	Conestoga Funds, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,802,360	3.02%	-85,814	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,625,950	2.72%	+117,576	Jun 30, 2026	carried, not yet filed for the newest quarter
8	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,613,002	2.70%	-502,524	Jun 30, 2026	carried, not yet filed for the newest quarter
9	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,543,773	2.59%	+262,990	Jun 30, 2026	Capitol Series Trust, not summed
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,458,823	2.44%	+221,525	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	264,473	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	198,844	0.33%	+15,827	Jul 31, 2026	Dimensional ETF Trust, not summed
10.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	124,911	0.21%	+123,468	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	114,374	0.19%	+108,115	Jul 31, 2026	Dimensional ETF Trust, not summed
10.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	105,351	0.18%	+23,707	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,299,239	2.18%	-71,105	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,279,152	2.14%	+80,883	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	579,560	0.97%	-38,044	May 29, 2026	Delaware Group Equity Funds V, not summed
12.2	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	279,898	0.47%	+77,400	May 29, 2026	Delaware Group Equity Funds V, not summed
12.3	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	189,300	0.32%	+44,100	Jun 30, 2026	Delaware VIP Trust, not summed
13	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	1,260,675	2.11%	+76,338	Sep 30, 2026
13.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	605,000	1.01%	-75,000	Jul 31, 2026	Professionally Managed Portfolios, not summed
14	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,137,790	1.91%	+360,296	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	265,190	0.44%	+81,980	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
14.2	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	44,806	0.08%	+12,049	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
14.3	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	14,932	0.03%	—	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
15	Lampropoulos Fred P. Insider CIK 901534 · Nov 25, 2025 Director, issuer-wide	1,126,457	1.89%	-10,000	Nov 25, 2025	Director, issuer-wide
16	Greenhouse Funds LLLP 13F CIK 1626220 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,072,098	1.80%	-50,349	Jun 30, 2026	carried, not yet filed for the newest quarter
17	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,022,497	1.71%	-40,218	Jun 30, 2026	carried, not yet filed for the newest quarter
18	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,012,810	1.70%	+7,872	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	653,003	1.09%	+75,127	Jul 31, 2026	Fidelity Salem Street Trust, not summed
18.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	306,848	0.51%	-3,853	May 31, 2026	Fidelity Concord Street Trust, not summed
18.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	231,720	0.39%	-5,100	May 31, 2026	Fidelity Rutland Square Trust II, not summed
18.4	Fidelity Advisor Small Cap Fund Fund S000005115 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	206,200	0.35%	+41,400	May 31, 2026	Fidelity Advisor Series I, not summed
18.5	Fidelity Small Cap Discovery Fund Fund S000055370 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	126,100	0.21%	—	Jul 31, 2026	Fidelity Concord Street Trust, not summed
19	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,011,377	1.69%	+64,901	Jun 30, 2026	carried, not yet filed for the newest quarter
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,006,891	1.69%	-254,068	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	89	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,002,168	1.68%	+996,617	Jun 30, 2026	carried, not yet filed for the newest quarter
22	MAVERICK CAPITAL LTD 13F CIK 934639 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	978,617	1.64%	+264,536	Jun 30, 2026	carried, not yet filed for the newest quarter
23	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	958,736	1.61%	+303,766	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	462,282	0.77%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
23.2	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	82,840	0.14%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
23.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,101	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
23.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,024	0.02%	+2,031	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
23.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	3,388	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
24	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	909,863	1.52%	-52,921	Jun 30, 2026	carried, not yet filed for the newest quarter
25	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	826,944	1.38%	-94,386	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	750,481	1.26%	-15,669	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	743,937	1.25%	+68,488	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	285,167	0.48%	-2,254	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	145,328	0.24%	+17,280	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	74,919	0.13%	+1,433	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	37,243	0.06%	+2,000	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	34,888	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	711,160	1.19%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	709,267	1.19%	+27,419	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	30,288	0.05%	+3,352	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,886	0.01%	-225	Jun 30, 2026	Northern Funds, not summed
29.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,106	0.00%	-742	Jul 31, 2026	FlexShares Trust, not summed
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	684,873	1.15%	+23,188	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	679,195	1.14%	+231,744	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	444,414	0.74%	—	May 31, 2026	MFS SERIES TRUST I, not summed
31.2	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	182,828	0.31%	+64,212	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
31.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	1,407	0.00%	+185	Jul 31, 2026	MFS Series Trust XV, not summed
32	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	644,037	1.08%	+26,989	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	594,794	1.00%	+48,660	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	274,425	0.46%	+7,889	Jun 30, 2026	College Retirement Equities Fund, not summed
33.2	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	83,307	0.14%	+9,515	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
33.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	79,156	0.13%	+8,925	Jul 31, 2026	TIAA-CREF Funds, not summed
33.4	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	62,330	0.10%	+19,900	Jul 31, 2026	TIAA-CREF Funds, not summed
33.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	54,703	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
34	Irenic Capital Management LP 13F CIK 1929389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	542,589	0.91%	+542,589	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	538,196	0.90%	+109,877	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	abrdn U.S. Small Cap Equity Fund Fund S000020297 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	121,768	0.20%	+98,220	Jul 31, 2026	abrdn Funds, not summed
35.2	abrdn Focused U.S. Small Cap Active ETF Fund S000088604 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	3,718	0.01%	—	Jul 31, 2026	abrdn Funds, not summed
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	534,412	0.90%	-46,506	Jun 30, 2026	carried, not yet filed for the newest quarter
37	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	523,502	0.88%	+32,326	Jun 30, 2026	carried, not yet filed for the newest quarter
38	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	508,223	0.85%	-139,571	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	41,079	0.07%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
38.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,832	0.02%	-932	May 31, 2026	Goldman Sachs ETF Trust, not summed
38.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	2,186	0.00%	—	Jul 31, 2026	Goldman Sachs Trust II, not summed
38.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,409	0.00%	-38	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
39	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	495,598	0.83%	+154,972	Jun 30, 2026	carried, not yet filed for the newest quarter
40	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	484,435	0.81%	+36,127	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	322,867	0.54%	+43,991	Jul 31, 2026	John Hancock Investment Trust, not summed
40.2	Small Cap Dynamic Growth Fund Fund S000003363 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	29,375	0.05%	-2,130	May 31, 2026	John Hancock Funds II, not summed
40.3	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	22,548	0.04%	-2,134	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
41	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	473,409	0.79%	+49,200	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Oberweis Small-Cap Opportunities Fund Fund S000010232 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	401,700	0.67%	+42,200	Jun 30, 2026	OBERWEIS FUNDS, not summed
41.2	Oberweis Global Opportunities Fund Fund S000010230 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	8,700	0.01%	0	Jun 30, 2026	OBERWEIS FUNDS, not summed
42	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	472,856	0.79%	+195,647	Jun 30, 2026	carried, not yet filed for the newest quarter
43	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	468,540	0.78%	+37,922	Jun 30, 2026	carried, not yet filed for the newest quarter
44	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	464,201	0.78%	+439,211	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	17,004	0.03%	—	Jun 30, 2026	AQR Funds, not summed
44.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	2,701	0.00%	—	Mar 31, 2026	AQR Funds, not summed
45	NOMURA HOLDINGS INC 13F CIK 1163653 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	440,736	0.74%	+15,431	Jun 30, 2026	carried, not yet filed for the newest quarter
46	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	434,687	0.73%	+323,620	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	410,578	0.69%	+26,802	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,237	0.00%	+136	Jul 31, 2026	BNY Mellon ETF Trust, not summed
48	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	403,922	0.68%	+113,422	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	160,000	0.27%	+26,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
49	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	397,984	0.67%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
50	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	397,613	0.67%	-13,047	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 856982 CUSIP 589889104 13F (30d) 64 filings 62 filers Visit website Investor relations